LBJ Family Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $713K | Buy |
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|
2025
Q2 | $667K | Buy |
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|
2025
Q1 | $641K | Buy |
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|
2024
Q4 | $671K | Buy |
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|
2024
Q3 | $668K | Buy |
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|
2024
Q2 | $618K | Buy |
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|
2024
Q1 | $650K | Buy |
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|
2023
Q4 | $610K | Buy |
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|
2023
Q3 | $538K | Buy |
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|
2023
Q2 | $560K | Buy |
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|
2023
Q1 | $525K | Buy |
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|
2022
Q4 | $511K | Buy |
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|
2022
Q3 | $460K | Buy |
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|
2022
Q2 | $479K | Buy |
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|
2022
Q1 | $551K | Sell |
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|
2021
Q4 | $595K | Buy |
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|
2021
Q3 | $549K | Hold |
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|
2021
Q2 | $550K | Buy |
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|
2021
Q1 | $532K | Buy |
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|
2020
Q4 | $454K | Buy |
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|
2020
Q3 | $355K | Buy |
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|
2020
Q2 | $337K | Buy |
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|
2020
Q1 | $272K | Buy |
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|
2019
Q4 | $428K | Buy |
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|
2019
Q3 | $402K | Buy |
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|
2019
Q2 | $402K | Buy |
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|
2019
Q1 | $398K | Buy |
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|
2018
Q4 | $346K | Buy |
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